Ladenburg Thalmann Financial Services’s Shinhan Financial Group SHG Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio SHG Stock Details SHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$26K	Buy	688 +28	+4%	+$1.04K	﹤0.01%	3985
2019 Q3	$23K	Buy	660 +600	+1,000%	+$21.3K	﹤0.01%	3955
2019 Q2	$2K	Hold	60	–	–	﹤0.01%	4999
2019 Q1	$2K	Sell	60 -200	-77%	-$7.51K	﹤0.01%	4964
2018 Q4	$9K	Buy	260 +49	+23%	+$1.85K	﹤0.01%	4351
2018 Q3	$8K	Buy	211 +33	+19%	+$1.27K	﹤0.01%	4399
2018 Q2	$8K	Hold	178	–	–	﹤0.01%	4380
2018 Q1	$8K	Hold	178	–	–	﹤0.01%	4380
2017 Q4	$8K	Buy	178 +151	+559%	+$6.77K	﹤0.01%	4318
2017 Q3	$1K	Buy	+27	New	+$1.23K	﹤0.01%	4820
2014 Q2	–	Sell	-250	Closed	-$11K	–	3962
2014 Q1	$11K	Hold	250	–	–	﹤0.01%	2920
2013 Q4	$11K	Hold	250	–	–	﹤0.01%	2891
2013 Q3	$10K	Hold	250	–	–	﹤0.01%	2862
2013 Q2	$8K	Buy	+250	New	+$8.55K	﹤0.01%	2848

Other funds holding SHG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SHG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Shinhan Financial Group (SHG) stake by 4.2% in Q4 2019, buying an estimated $1.04K and bringing the position to 688 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #3985.

Ladenburg Thalmann Financial Services first reported a position in SHG in Q2 2013 and has held it in 14 quarters since. 114 funds tracked by Wall St. Rank hold SHG as of Q4 2019.

Ladenburg Thalmann Financial Services held 688 shares of Shinhan Financial Group worth $26K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 28 Shinhan Financial Group shares in Q4 2019, an estimated $1.04K.
Shinhan Financial Group made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3985 holding.
Ladenburg Thalmann Financial Services first reported a position in Shinhan Financial Group in Q2 2013 and has held it in 14 quarters since.
114 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.